GoVisually Academy

Use this when

• You're starting a project that needs sign-off in a set order.
• You want to know where a proof is and who is holding it up.

Steps

1. 1
   Start a workflow project

   • Create a New project and give it a Name.
   • Under How should proofs be reviewed?, choose Workflow.
   • Check the Review workflow (your team's default is picked for you).
   • Click Create project.
2. 2
   Upload proofs as usual

   • Each proof starts at the first stage.
3. 3
   Read the board

   • The Review pipeline has one column per stage, then Approved.
   • A card's column is its current stage.
4. 4
   Open the proof's approvals

   • Open the proof.
   • In the sidebar, open Reviews, then choose Approvals.
   • Done stages show a green tick. The current stage lists each reviewer as Approved (with a receipt ID) or Pending. Later stages say Locked.
5. 5
   Check the record

   • Choose Logs to see Decision logs: every approval and stage change, with its time.

Don't miss

• You choose the workflow when you create the project.
• There's no switch to add a workflow to an existing classic project.

You're done when

• You can say where the proof is, who it's waiting on, and what's been decided.

Good to know

• The badge on a board card depends on who is looking. Reviewers who need to act see Needs review. Others see the stage's approvals so far, for example Approved (1/2).